Legacy Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$447,322,202
Clients
96
Advisors
4
of 4 employees
About
Legacy Wealth Management provides portfolio management and financial planning primarily to individuals and family groups, while also serving corporations, foundations, and endowments when appropriate. The firm generally manages client accounts on a discretionary basis, will accept non‑discretionary engagements, and occasionally serves as a sub-adviser to other investment advisers.
LWM employs in-house, fundamental analysis and pursues a long-term, conservative growth strategy, constructing portfolios largely from individual securities rather than model portfolios or black‑box strategies. Its research process emphasizes thematic ideas that are not yet widely priced into markets, seeks profitable industry leaders with sustainable revenue and earnings growth, and gives limited attention to third‑party Wall Street research.
Distinctive features include a relatively small client base (about 96 clients) managing roughly $458 million in assets, a stated minimum account size that tends to focus relationships on larger accounts, and the firm’s practice of generally providing financial planning only in conjunction with portfolio management. LWM also does not vote client proxies (custodians deliver proxy materials directly), notes that it delivers services through software (and the attendant operational risks), and may share sub‑advisory arrangements and fees with other advisers.
Client services
Expertise
Fee options
Financial planning fees may be fixed fees negotiated at engagement and may be charged in advance
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.60%
Account minimum: $350,000 Minimum fee: $3,500 annual minimum fee applies to accounts
Main office
300 Concourse Blvd, Suite 102
Ridgeland MS 39157
Advisors at this office
4
Most active in
Florida · Louisiana · Mississippi · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Forbes W
Series 65
Ridgeland, MS
Legacy Wealth Management, LLC
Forbes Watson is a Series 65-licensed financial advisor with 18 years of industry experience. He has worked at Legacy Wealth Management, LLC since 2019 and previously spent nine years at MIMCO. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals and family groups, with additional services for corporations, foundations, and endowments. The firm employs in-house fundamental analysis and pursues a long-term, conservative growth strategy focused on individual securities and thematic investment ideas that are not yet widely priced into markets.
Maggie H
Series 65
Ridgeland, MS
Legacy Wealth Management, LLC
Maggie Hartness is a financial advisor at Legacy Wealth Management, LLC with three years of industry experience. She holds the Series 65 designation and has worked at Bryant Songy Snell Global Partners and the Diaz Law Firm, among other roles. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals and family groups, also serving corporations, foundations, and endowments. The firm employs fundamental analysis and pursues a long-term, conservative growth strategy, constructing portfolios mainly from individual securities rather than model portfolios or black-box strategies.
Reid W
CFP®
Ridgeland, MS
Legacy Wealth Management, LLC
Reid Watson is a CFP® professional at Legacy Wealth Management, LLC with two years of industry experience. Prior to joining Legacy Wealth Management, he worked at Bank of Yazoo and has a background that includes real estate. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals and family groups, with additional services for corporations, foundations, and endowments. The firm employs fundamental analysis and a long-term, conservative growth approach focused on individual securities and thematic investment ideas.
Wilfred H
Series 63, Series 66
Ridgeland, MS
Legacy Wealth Management, LLC
Wilfred Henderson III is a financial advisor with Legacy Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Legacy Wealth Management in 2024. Outside of his advisory role, Mr. Henderson is associated with Wellington Management Company, LLC, an entity established to manage administration fees related to his family trust. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals and family groups, while also serving corporations, foundations, and endowments. The firm employs a long-term, conservative growth strategy focused on fundamental analysis and constructing portfolios mainly from individual securities.
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